Engagement Letters for CPAs – Tax Debt Resolution

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  • #14158
    Christopher Carmona
    Participant

    Anyone have any templates that they are willing to share?

    #14323
    Michael O’Leary
    Participant

    Just a suggestion, I also belong to a group called ASTPS (American Society of Tax Problem Solvers). Roger Nemeth, who developed Tax Help Software, is very involved with them. Through ASTPS, for $80, I brought a product which has templates of 150+ letters to the IRS that you can download and tailor for yourself on all topics such as audits, collections, engagement letters, representation, etc.

    #14424
    Eric Green
    Keymaster

    There is a retainer agreement in the training area in Word so you can download and edit it.

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